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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

MRK holding history

Merck & Co., Inc. in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q1 2024 holdings

Shares (Q1 2024)
2,880
Value
$365.0K
% of portfolio
0.1%
Quarters held
9
Since Q1 2022
Holdings of MRK by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20242,880$365.0K0.1%+7+0.2%AddedHolders
Q4 20232,873$313.2K0.1%+175+6.5%AddedHolders
Q3 20232,698$277.8K0.1%+68+2.6%AddedHolders
Q2 20232,630$303.5K0.1%−585−18.2%ReducedHolders
Q1 20233,215$342.0K0.2%+55+1.7%AddedHolders
Q4 20223,160$350.6K0.2%+109+3.6%AddedHolders
Q3 20223,051$263.0K0.2%+83+2.8%AddedHolders
Q2 20222,968$271.0K0.2%+172+6.2%AddedHolders
Q1 20222,796$229.0K0.2%+2,796NewHolders